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Synovus Financial’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Synovus Financial’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$884K Sell
10,051
-804
-7% -$69K 0.01% 548
2025
Q2 		$914K Buy
10,855
+189
+2% +$15.2K 0.01% 520
2025
Q1 		$876K Buy
10,666
+1,742
+20% +$143K 0.01% 511
2024
Q4 		$706K Sell
8,924
-874
-9% -$71.7K 0.01% 553
2024
Q3 		$796K Buy
9,798
+395
+4% +$30.8K 0.01% 567
2024
Q2 		$703K Buy
9,403
+1,882
+25% +$141K 0.01% 536
2024
Q1 		$574K Sell
7,521
-132
-2% -$9.55K 0.01% 592
2023
Q4 		$537K Hold
7,653
– – 0.01% 601
2023
Q3 		$500K Sell
7,653
-255
-3% -$17.3K 0.01% 614
2023
Q2 		$533K Hold
7,908
– – 0.01% 601
2023
Q1 		$515K Hold
7,908
– – 0.01% 600
2022
Q4 		$514K Hold
7,908
– – 0.01% 607
2022
Q3 		$457K Hold
7,908
– – 0.01% 598
2022
Q2 		$488K Sell
7,908
-2,432
-24% -$160K 0.01% 593
2022
Q1 		$719K Hold
10,340
– – 0.01% 506
2021
Q4 		$724K Hold
10,340
– – 0.01% 535
2021
Q3 		$679K Buy
10,340
+2,797
+37% +$188K 0.01% 537
2021
Q2 		$502K Buy
7,543
+2,364
+46% +$157K 0.01% 611
2021
Q1 		$330K Buy
+5,179
New +$315K ﹤0.01% 636

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
FCIS
First Citizens Investor Services Raleigh, North Carolina $262M AUM
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Synovus Financial's IWX Position: Q3 2025 in Review

Synovus Financial reduced its iShares Russell Top 200 Value ETF (IWX) stake by 7.4% in Q3 2025, selling an estimated $69K and leaving 10,051 shares worth $884K. The position accounts for 0.01% of the portfolio, ranked #548.

Synovus Financial first reported a position in IWX in Q1 2021 and has held it in 19 quarters since. The position peaked at $914K in Q2 2025. 212 funds tracked by Wall St. Rank hold IWX as of Q3 2025.

  • Synovus Financial held 10,051 shares of iShares Russell Top 200 Value ETF worth $884K as of Q3 2025.
  • Synovus Financial sold 804 iShares Russell Top 200 Value ETF shares in Q3 2025, an estimated $69K.
  • iShares Russell Top 200 Value ETF made up 0.01% of Synovus Financial's portfolio in Q3 2025, its #548 holding.
  • Synovus Financial first reported a position in iShares Russell Top 200 Value ETF in Q1 2021 and has held it in 19 quarters since.
  • Synovus Financial's iShares Russell Top 200 Value ETF position peaked at $914K in Q2 2025.
  • 212 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2025.

Based on Synovus Financial's 13F filing for Q3 2025, filed 7 Nov 2025.